Lpl Financial LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Lpl Financial LLC holds 9,249,695 shares of LMBS stock, worth $450 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,249,695

Previous 9,269,354 0.21%

Holding current value

$450 Million

Previous $451 Million 0.79%

% of portfolio

0.18%

Previous 0.19%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$48.31 - $49.23 $949,726 - $967,812	-19,659 Reduced 0.21%	9,249,695 $455 Million
Q4 2024 Feb 11, 2025	BUY	$48.48 - $49.47 $34.4 Million - $35.1 Million	708,645 Added 8.28%	9,269,354 $451 Million
Q3 2024 Nov 08, 2024	BUY	$47.95 - $49.61 $44.5 Million - $46.1 Million	929,010 Added 12.17%	8,560,709 $423 Million
Q2 2024 Aug 07, 2024	BUY	$47.58 - $48.41 $26.2 Million - $26.6 Million	550,017 Added 7.77%	7,631,699 $367 Million
Q1 2024 May 10, 2024	BUY	$47.95 - $48.49 $49.7 Million - $50.2 Million	1,035,745 Added 17.13%	7,081,682 $342 Million
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $8.68 Million - $9.01 Million	-186,400 Reduced 2.99%	6,045,937 $292 Million
Q3 2023 Nov 13, 2023	SELL	$47.15 - $47.94 $18 Million - $18.3 Million	-382,070 Reduced 5.78%	6,232,337 $294 Million
Q2 2023 Jul 31, 2023	BUY	$47.5 - $48.33 $28.1 Million - $28.6 Million	591,232 Added 9.82%	6,614,407 $315 Million
Q1 2023 May 10, 2023	BUY	$47.34 - $48.21 $20 Million - $20.3 Million	421,934 Added 7.53%	6,023,175 $288 Million
Q4 2022 Feb 07, 2023	SELL	$46.64 - $47.85 $5.29 Million - $5.42 Million	-113,337 Reduced 1.98%	5,601,241 $266 Million
Q3 2022 Nov 14, 2022	BUY	$47.35 - $48.58 $13.8 Million - $14.2 Million	292,117 Added 5.39%	5,714,578 $271 Million
Q2 2022 Aug 12, 2022	BUY	$47.98 - $48.96 $16.3 Million - $16.6 Million	339,609 Added 6.68%	5,422,461 $262 Million
Q1 2022 May 16, 2022	SELL	$48.85 - $50.03 $12.9 Million - $13.2 Million	-263,800 Reduced 4.93%	5,082,852 $249 Million
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $4.39 Million - $4.46 Million	-87,937 Reduced 1.62%	5,346,652 $267 Million
Q3 2021 Nov 15, 2021	BUY	$50.52 - $50.94 $25.7 Million - $25.9 Million	507,772 Added 10.31%	5,434,589 $275 Million
Q2 2021 Aug 13, 2021	BUY	$50.83 - $51.19 $5.17 Million - $5.21 Million	101,778 Added 2.11%	4,926,817 $251 Million
Q1 2021 May 14, 2021	BUY	$51.0 - $51.58 $17 Million - $17.2 Million	333,451 Added 7.42%	4,825,039 $246 Million
Q4 2020 Feb 12, 2021	BUY	$51.39 - $51.73 $22 Million - $22.2 Million	429,046 Added 10.56%	4,491,588 $231 Million
Q3 2020 Nov 09, 2020	BUY	$51.62 - $51.89 $43.5 Million - $43.7 Million	842,996 Added 26.18%	4,062,542 $210 Million
Q2 2020 Aug 13, 2020	BUY	$51.33 - $51.83 $13.7 Million - $13.8 Million	266,520 Added 9.03%	3,219,546 $166 Million
Q1 2020 May 14, 2020	BUY	$49.9 - $52.72 $32.4 Million - $34.2 Million	649,656 Added 28.2%	2,953,026 $151 Million
Q4 2019 Feb 14, 2020	BUY	$51.73 - $52.15 $13.3 Million - $13.4 Million	257,856 Added 12.61%	2,303,370 $119 Million
Q3 2019 Nov 13, 2019	BUY	$51.68 - $52.09 $19.2 Million - $19.4 Million	371,992 Added 22.23%	2,045,514 $106 Million
Q2 2019 Aug 09, 2019	BUY	$51.22 - $51.68 $6.92 Million - $6.98 Million	135,049 Added 8.78%	1,673,522 $86.5 Million
Q1 2019 May 08, 2019	BUY	$51.01 - $51.34 $14.1 Million - $14.2 Million	276,138 Added 21.88%	1,538,473 $78.9 Million
Q4 2018 Feb 07, 2019	BUY	$50.81 - $51.07 $3.6 Million - $3.62 Million	70,942 Added 5.95%	1,262,335 $64.4 Million
Q3 2018 Nov 14, 2018	BUY	$50.94 - $51.29 $7.72 Million - $7.78 Million	151,605 Added 14.58%	1,191,393 $60.7 Million
Q2 2018 Aug 14, 2018	BUY	$51.03 - $51.43 $20.4 Million - $20.6 Million	400,708 Added 62.7%	1,039,788 $53.2 Million
Q1 2018 May 15, 2018	BUY	$51.29 - $51.74 $14.9 Million - $15.1 Million	291,363 Added 83.79%	639,080 $32.8 Million
Q4 2017 Feb 14, 2018	SELL	$51.63 - $52.04 $1.32 Million - $1.33 Million	-25,517 Reduced 6.84%	347,717 $18 Million
Q3 2017 Nov 14, 2017	BUY	$51.97 - $51.99 $1.76 Million - $1.76 Million	33,862 Added 9.98%	373,234 $19.4 Million
Q2 2017 Aug 14, 2017	BUY	N/A	339,372	339,372 $17.7 Million

Others Institutions Holding LMBS

# of Institutions

451

Shares Held

82M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

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Lpl Financial LLC First Tr ETF Fd Iv First Tr Lo Transaction History